+376.5%
BLDR vs PTEN
-15.6%
+392.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.5% |
| 7D | -8.2% | +3.5% | -11.7% | -9.0% |
| 30D | -16.6% | +17.5% | -34.2% | -20.1% |
| 3M | -23.2% | +12.7% | -35.9% | -26.7% |
| 6M | -33.7% | +33.1% | -66.8% | -40.6% |
| YTD | -41.3% | +116.4% | -157.8% | -53.9% |
| 1Y | -58.8% | +141.2% | -200.0% | -68.8% |
| 3Y | -57.5% | -3.8% | -53.7% | -60.9% |
| 5Y | +12.9% | +92.7% | -79.8% | -21.3% |
| All | +376.5% | -15.6% | +392.1% | +189.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PTEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling